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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
626
Carolinas Wealth Consulting
North Carolina
$709K -$55.5K -567 -7%
Fisher Asset Management
627
Fisher Asset Management
Washington
$705K +$705K +7,210 New
PPW
628
Pasadena Private Wealth
California
$705K -$35K -358 -5%
RSWM
629
Robertson Stephens Wealth Management
California
$704K -$48.9K -500 -6%
RPC
630
Rossmore Private Capital
Connecticut
$700K – – –
PPP
631
Private Portfolio Partners
New Jersey
$694K +$18.4K +188 +3%
BIP
632
Bouvel Investment Partners
Pennsylvania
$693K -$18.6K -190 -3%
VWA
633
Visionary Wealth Advisors
Illinois
$691K +$8.02K +82 +1%
MAS
634
Madden Advisory Services
Florida
$691K – – –
WCM
635
Windsor Capital Management
Arizona
$690K -$4.6K -47 -0.7%
NRWA
636
North Ridge Wealth Advisors
Oregon
$688K -$88.2K -901 -11%
BL
637
Balentine LLC
Georgia
$679K -$4.5K -46 -0.7%
HWA
638
HCR Wealth Advisors
California
$671K – – –
TI
639
Tidal Investments
Wisconsin
$671K -$100K -1,025 -13%
DPI
640
Diversified Portfolios Inc
Michigan
$671K +$14.2K +145 +2%
KL
641
KWMG LLC
Kansas
$670K -$685 -7 -0.1%
IC
642
IEQ Capital
California
$669K +$166K +1,694 +33%
KM
643
Kalos Management
Georgia
$664K +$27.2K +278 +4%
SC
644
Soundwatch Capital
Connecticut
$646K +$157K +1,604 +32%
VCP
645
Vista Capital Partners
Oregon
$644K – – –
YU
646
Yale University
Connecticut
$642K – – –
GC
647
Gibson Capital
Pennsylvania
$639K – – –
FHA
648
Flagship Harbor Advisors
Massachusetts
$637K -$783 -8 -0.1%
FFL
649
Financial Freedom LLC
Ohio
$633K -$3.6M -36,798 -85%
CI
650
Cordant Inc
Oregon
$632K -$346K -3,537 -35%
24 25
26
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